Tina Watson
One Brick Planning · Colorado Springs, Colorado
Tina Watson is a fee-only financial advisor at One Brick Planning in Colorado Springs, Colorado, who holds the CFP credential. Tina charges a percentage of assets, a one-time planning fee and an ongoing planning fee (ongoing planning from $1,800 a year and one-time plans from $1,600).
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Facts
| Firm | One Brick Planning |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model | Percentage of assets · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $1,800 a year · One-time plans from $1,600 · 0.95% a year on the first tier of assets managed |
| Assets under management | $30.5M across 182 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 6687742 |
| Exams passed | Series 65 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | onebrickplanning.com |
How Tina's firm compares
- Ongoing planning starts at $1,800 a year, below the Colorado median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $1,600, below the Colorado median of $2,500 for fee-only firms that publish prices.
- One Brick Planning's average account is about $168,000, from its Form ADV (assets managed divided by 182 accounts).
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Questions about Tina
Is Tina Watson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tina holds no broker registration, and One Brick Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tina charge for financial advice?
Tina charges a percentage of assets, a one-time planning fee and an ongoing planning fee.
How much does Tina charge?
According to One Brick Planning's website, checked October 30, 2026: ongoing planning from $1,800 a year; one-time plans from $1,600; 0.95% a year on the first tier of assets managed.
Where is Tina Watson based?
Tina Watson is based in Colorado Springs, Colorado.
What credentials does Tina Watson hold?
Tina Watson holds the CFP credential.
Is Tina Watson registered with the SEC?
Yes. Tina Watson is registered as an investment adviser representative in CO (CRD 6687742), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does One Brick Planning manage?
One Brick Planning reports $30.5M across 182 accounts in assets under management.
How do I contact Tina Watson?
Through Tina's website, onebrickplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- One Brick Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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